April 2014

When we hear the word affluent – what does it really mean? According to the dictionary the
definition of affluent is “having an abundance of wealth, property, or other material goods;
prosperous; rich: an affluent person”. When we read articles in magazines or on the web or
watch our favorite news show invariably there will be a reference to a study of the concerns
of the affluent individual whether it has to do with spending habits, concerns over health care
or their need for estate planning. The problem is they usually never define who these affluent
individuals really are and often people dismiss these stories as not pertaining to them. Continue reading “April 2014”